See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,240 | $60,349-54.9% | $74,183-63.3% | $62,891-56.7% |
| Participation rate | 70.6% | 72.7%-2.1pp | 76.6%-6.0pp | 69.3%+1.3pp |
| Annual return | 10.18% | 21.37%-11.2pp | 17.74%-7.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $359 | $1,680-78.6% | $2,370-84.9% | $2,281-84.3% |
| Participant deferral / active EE | $3,026 | $2,856+5.9% | $3,550-14.8% | $3,203-5.5% |
| Admin fee / account holder | $11,090 | $4,261+160.2% | $5,586+98.5% | $4,296+158.2% |